Focused Planning

We also call this Modular Consulting. This choice is for special or limited needs and is not intended for individuals seeking a comprehensive financial plan. You can select from areas that include:

Asset Allocation

Budgeting

Goal Setting

Employee Benefit Review

Employee Stock Options

Education Planning

Income Tax Planning

Insurance Review

Retirement Planning

Portfolio Review

Estate Planning

Our hourly fee varies from $100 to $195 per hour depending upon the level and scope of the services required and the professional, para-professional and/or administrative personnel rendering the service. At the Initial Interview Meeting we will discuss the scope of your engagement and quote you an estimate on the anticipated work to be performed.